MFN Partners Management, LP
Top Portfolio Positions
8 positions ·
$4,530,347,704 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XPO |
XPO, Inc.
Industrials
|
11,425,369 | $2,222,805,538 | 49.06% | |
| TLN |
Talen Energy Corp
Utilities
|
3,000,000 | $957,690,000 | 21.14% | |
| QXO |
QXO, Inc.
Industrials
|
23,454,350 | $455,483,477 | 10.05% | |
| RXO |
RXO, Inc.
Industrials
|
28,109,942 | $410,967,352 | 9.07% | |
| PFSI |
PennyMac Financial Services, Inc.
Financial Services
|
4,531,792 | $396,078,620 | 8.74% | |
| BHC |
Bausch Health Companies Inc.
Healthcare
|
6,000,000 | $32,400,000 | 0.72% | |
| IE |
Ivanhoe Electric Inc.
Basic Materials
|
2,553,191 | $30,178,717 | 0.67% | |
| KRSP |
Rice Acquisition Corp 3
Financial Services
|
2,400,000 | $24,744,000 | 0.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in QXO
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $455,483,477 | 23,454,350 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $584,049,618 | 30,277,326 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $729,061,201 | 38,250,850 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,010,413,419 | 46,908,701 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $635,143,811 | 46,908,701 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $745,848,345 | 46,908,701 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $850,140,214 | 53,908,701 | Shares | Sole | 2024-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||